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TR

Terin K. Rundus

BENTOAK CAPITAL
Weatherford, TX 76086
Some features on this profile are disabled
CRD#: 7756805
TR

Professional summary

Terin Kay Rundus, who also goes by Terin K Rundus, is a registered financial advisor currently at BENTOAK CAPITAL located in Weatherford, Texas.

Terin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Terin has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Terin K Rundus

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terin Kay Rundus's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 22, 2025 - Present

BENTOAK CAPITAL

Office #1: 201 Ft. Worth Hwy., Weatherford, TX 76086
RIA
CRD#: 173563
Weatherford, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BC
BENTOAK CAPITAL
BENTOAK CAPITAL | SNOW GARRETT WEALTH MANAGEMENT | PGA FINANCIAL | PARKER, GELINEAU AND ASSOCIATES | LEGACY FINANCIAL MANAGEMENT | GARRETT WEALTH ADVISORY GROUP, LLC

CRD#: 173563 / SEC#: 801-80598

RIA
Registered Investment Advisory firm - (11/25/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(12/22/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/22/2025
Uniform Investment Adviser Law Examination

Current Firm

BC
BENTOAK CAPITAL
BENTOAK CAPITAL | SNOW GARRETT WEALTH MANAGEMENT | PGA FINANCIAL | PARKER, GELINEAU AND ASSOCIATES | LEGACY FINANCIAL MANAGEMENT | GARRETT WEALTH ADVISORY GROUP, LLC

CRD#: 173563 / SEC#: 801-80598

RIA
Registered Investment Advisory firm - (11/25/2014 Approved)
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Contact information

Main Address
201 Ft. Worth Hwy., Weatherford, TX 76086
Mailing Address
Phone number
(817) 550-6750
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (2 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GARRETT WEALTH ADVISORY GROUP - WRAP FEE BROCHURE (9/23/2025)
GARRETT WEALTH ADVISORY GROUP DISCLOSURE BROCHURE (9/23/2025)

Regulatory assets under management

Total Number of Accounts1,769
AUM (Assets Under Management)$ 803,657,019

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BENTOAK CAPITAL

CRD#: 173563Weatherford, TX 76086

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